See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,622 | $58,512-52.8% | $84,015-67.1% | $72,985-62.2% |
| Participation rate | 32.1% | 61.2%-29.2pp | 69.0%-36.9pp | 69.5%-37.4pp |
| Annual return | 26.70% | 28.93%-2.2pp | 71.31%-44.6pp | 81.00%-54.3pp |
| Employer contribution / active EE | $499 | $1,163-57.1% | $1,983-74.8% | $2,440-79.5% |
| Participant deferral / active EE | $855 | $2,394-64.3% | $3,239-73.6% | $3,607-76.3% |
| Admin fee / account holder | $2,897 | $4,569-36.6% | $6,101-52.5% | $5,124-43.5% |